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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $389,085 | $111,830+247.9% | $93,696+315.3% | $145,884+166.7% |
| Participation rate | 23.8% | 74.2%-50.4pp | 68.7%-44.9pp | 80.3%-56.5pp |
| Annual return | 15.40% | 204.08%-188.7pp | 133.74%-118.3pp | 551.85%-536.4pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,667 | $4,920-25.5% | $4,417-17.0% | $6,690-45.2% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |